Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,159 | $162,136-93.7% | $152,301-93.3% | $154,746-93.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 25.16% | 91.02%-65.9pp | 80.50%-55.3pp | 172.34%-147.2pp |
| Employer contribution / active EE | $1,246 | $4,890-74.5% | $4,624-73.1% | $4,379-71.5% |
| Participant deferral / active EE | $1,928 | $8,341-76.9% | $8,004-75.9% | $6,730-71.3% |
| Admin fee / account holder | $24 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |